Mgo Private Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Mgo Private Wealth, LLC
- $161 Million
- Q3 2025
A detailed history of Mgo Private Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mgo Private Wealth, LLC holds 91,289 shares of VTEB stock, worth $4.59 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
91,289
Previous 75,737
20.53%
Holding current value
$4.59 Million
Previous $3.71 Million
23.08%
% of portfolio
2.85%
Previous 2.45%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,377Shares Held
605MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
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Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio